Barrantagh Investment Management Inc.

Overview

Established in 1995, Barrantagh Investment Management Inc. is a 100% employee-owned firm headquartered in Toronto, Ontario. The firm offers disciplined portfolio management services to private clients, pensions, foundations, Indigenous communities, corporations, and sub-advisory relationships. Barrantagh is committed to preserving clients' capital while generating growth through a value-based fundamental investment philosophy. As a UN PRI signatory, the firm integrates environmental, social, and governance (ESG) factors into its investment decision-making process. Barrantagh's investment approach focuses on quality value investing, emphasizing capital preservation and long-term growth. The firm offers a range of strategies, including balanced mandates, fixed income with a credit barbell and active duration management, and equity strategies such as small cap, mid cap, all cap Canadian equities, income-focused, and global equities targeting global leaders and special situations. These strategies are designed to provide diversification and minimize risk for clients. With assets under management totaling approximately $1.5 billion, Barrantagh serves a diverse clientele, including private wealth, institutional investors, and sub-advisory relationships. The firm's commitment to client service is evident through its direct engagement with experienced partners, ensuring personalized attention and tailored investment solutions. Barrantagh's disciplined investment philosophy and client-centric approach have established it as a reputable entity in the Canadian investment management industry.

Investment Focus

• Accredited investors as defined by Canadian securities regulations